Now trying to move into high definition DVDs. As always, there’s a transition point, which is painful for people who own the stock. The decline in DVD’s has not as yet been offset by a demand for high definition DVDs. Was also impacted by the stronger Cdn$.

Now trying to move into high definition DVDs. As always, there’s a transition point, which is painful for people who own the stock. The decline in DVD’s has not as yet been offset by a demand for high definition DVDs. Was also impacted by the stronger Cdn$.

DVD consumption is low. Distribution is not safe. History of the business, is that with each new technology (cassettes, cds, dvds) there is a good profit. This eventually dies down.
It's at a hold now, because it's so cheap, someone will "just take it"
or possibly take it private.

DVD consumption is low. Distribution is not safe. History of the business, is that with each new technology (cassettes, cds, dvds) there is a good profit. This eventually dies down.
It's at a hold now, because it's so cheap, someone will "just take it"
or possibly take it private.

Long time holder. The market is telling us that the distribution is unsustainable. Be happier if stock was trade at $30 with 10% yield, would say people had more confidence. There’s a big 4th quarter coming. History of successful transitions.

Long time holder. The market is telling us that the distribution is unsustainable. Be happier if stock was trade at $30 with 10% yield, would say people had more confidence. There’s a big 4th quarter coming. History of successful transitions.

Need to be very aggressive investor to hold position right now. People are worried about new technology. Definitely a decline in volumes they’re shipping. They want to be known as a logistics company. A transformation story. Not worth risk unless aggressive.

Need to be very aggressive investor to hold position right now. People are worried about new technology. Definitely a decline in volumes they’re shipping. They want to be known as a logistics company. A transformation story. Not worth risk unless aggressive.

Potentially interesting territory given the low price. The company is the last piece of the puzzle concerning production/screening of movies, the movement of movies into DVDs and DVD production and distribution. Given the extremely strong slate of recent

Potentially interesting territory given the low price. The company is the last piece of the puzzle concerning production/screening of movies, the movement of movies into DVDs and DVD production and distribution. Given the extremely strong slate of recent

(A Top Pick Aug 24/06. Down 19.8%.) Had ratty earnings last quarter but their peak quarter is the 4th when DVD sales tend to be at their highest. Yield is about 16%. Thinks the market was wrong on this one.

(A Top Pick Aug 24/06. Down 19.8%.) Had ratty earnings last quarter but their peak quarter is the 4th when DVD sales tend to be at their highest. Yield is about 16%. Thinks the market was wrong on this one.

This is a business that he doesn't know what it would look like 4 years from now. Entertainment content is in the midst of transition. Will there be a continual demand for DVDs and CDs, can the margins continue to be maintained or will excess capacity chop the margin.

This is a business that he doesn't know what it would look like 4 years from now. Entertainment content is in the midst of transition. Will there be a continual demand for DVDs and CDs, can the margins continue to be maintained or will excess capacity chop the margin.

Produces and duplicates DVDs, CDs, etc. A lot of people are concerned about how sustainable this business is. Last couple of earnings have been positive. Business is still resilient. Good track record of morphing and understanding trends.

Produces and duplicates DVDs, CDs, etc. A lot of people are concerned about how sustainable this business is. Last couple of earnings have been positive. Business is still resilient. Good track record of morphing and understanding trends.

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